Oak Family Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
1,473
+652
| +79% | +$198K | 0.14% | 66 |
|
|
2025
Q1 | $226K | Hold |
821
| – | – | 0.08% | 77 |
|
|
2024
Q4 | $238K | Hold |
821
| – | – | 0.09% | 94 |
|
|
2024
Q3 | $232K | Hold |
821
| – | – | 0.07% | 112 |
|
|
2024
Q2 | $220K | Hold |
821
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $213K | Buy |
+821
| New | +$213K | 0.08% | 107 |
|
|
2022
Q1 | – | Sell |
-2,048
| Closed | -$494K | – | 159 |
|
|
2021
Q4 | $494K | Hold |
2,048
| – | – | 0.18% | 79 |
|
|
2021
Q3 | $455K | Buy |
+2,048
| New | +$455K | 0.17% | 79 |
|